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Constant Guidance Financial’s iShares Bitcoin Trust IBIT Stock Holding History

Constant Guidance Financial’s Portfolio IBIT Stock Details IBIT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$213K Buy
+6,403
New +$260K 0.13% 65
2025
Q4 		– Sell
-8,369
Closed -$544K – 51
2025
Q3 		$544K Sell
8,369
-8,086
-49% -$526K 0.43% 29
2025
Q2 		$1.12M Buy
+16,455
New +$922K 1.12% 22

Other funds holding IBIT

Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
MIC
Mubadala Investment Company Abu Dhabi, United Arab Emirates $34.8B AUM 107.63% 1-Year Est. Return
AT
Avenir Tech Hong Kong $671M AUM 36.63% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
GD
Galaxy Digital New York $1.7B AUM
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Constant Guidance Financial's IBIT Position: Q2 2026 in Review

Constant Guidance Financial opened a new position in iShares Bitcoin Trust (IBIT) in Q2 2026: 6,403 shares worth $213K. The stake represents 0.13% of the portfolio and ranks #65 among its holdings. This is a return to the name: Constant Guidance Financial previously reported a position in IBIT as recently as Q3 2025.

Constant Guidance Financial first reported a position in IBIT in Q2 2025 and has held it in 3 quarters since. The position peaked at $1.12M in Q2 2025. 1,467 funds tracked by Wall St. Rank hold IBIT as of Q2 2026.

  • Constant Guidance Financial held 6,403 shares of iShares Bitcoin Trust worth $213K as of Q2 2026.
  • iShares Bitcoin Trust was a new Constant Guidance Financial position in Q2 2026.
  • iShares Bitcoin Trust made up 0.13% of Constant Guidance Financial's portfolio in Q2 2026, its #65 holding.
  • Constant Guidance Financial first reported a position in iShares Bitcoin Trust in Q2 2025 and has held it in 3 quarters since.
  • Constant Guidance Financial's iShares Bitcoin Trust position peaked at $1.12M in Q2 2025.
  • 1,467 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q2 2026.

Based on Constant Guidance Financial's 13F filing for Q2 2026, filed 12 Aug 2026.